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Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-08-23
  • FL RA
    APPROVED
    Since 2024-08-23

Branch Locations

1408 N West Shore Blvd Ste 116, Tampa, FL 33607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Anthony Garcia Insurance Agency Wellington FL 08/2019 08/2024
Pga National Resort And Spa Palm Beach Gardens FL 04/2018 08/2019
Grieco Chevrolet Fort Lauderdale FL 11/2017 04/2018
Palm Beach Marriott Singer Island Beach Resort And Spa Riviera Beach FL 04/2015 11/2017
State Farm Vp Management Corp Wellington FL 10/2023 08/2024
State Farm Vp Management Corp Odessa FL 08/2024 11/2024
State Farm Investment Management Corp Odessa FL 08/2024 11/2024
State Farm Insurance Odessa FL 08/2024 11/2024
State Farm Insurance Tampa FL 12/2024 12/2024
State Farm Investment Management Corp Tampa FL 12/2024 Present
State Farm Vp Management Corp Tampa FL 12/2024 Present
Adrian Duque Insurance Agency Tampa FL 12/2024 Present
  • 08/2019 → 08/2024
    Anthony Garcia Insurance Agency
    Wellington, FL
  • 04/2018 → 08/2019
    Pga National Resort And Spa
    Palm Beach Gardens, FL
  • 11/2017 → 04/2018
    Grieco Chevrolet
    Fort Lauderdale, FL
  • 04/2015 → 11/2017
    Palm Beach Marriott Singer Island Beach Resort And Spa
    Riviera Beach, FL
  • 10/2023 → 08/2024
    State Farm Vp Management Corp
    Wellington, FL
  • 08/2024 → 11/2024
    State Farm Vp Management Corp
    Odessa, FL
  • 08/2024 → 11/2024
    Odessa, FL
  • 08/2024 → 11/2024
    State Farm Insurance
    Odessa, FL
  • 12/2024 → 12/2024
    State Farm Insurance
    Tampa, FL
  • 12/2024 → Present
    Tampa, FL
  • 12/2024 → Present
    State Farm Vp Management Corp
    Tampa, FL
  • 12/2024 → Present
    Adrian Duque Insurance Agency
    Tampa, FL
Other Businesses

1) Adrian Duque's Insurance Agency; Investment-related; 1408 N West Shore Blvd Ste 116 Tampa, FL 33607; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/01/2024; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-12
  • S65 Uniform Investment Adviser Law Examination
    2024-02-12

View on SEC IAPD

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